Every affluent family has executed some elements of planning.
Every affluent family has trusted advisors.

Each, if asked about their affairs, will say that the planning is done.
Each will explain the drudgery and complexity that plagued the process.

Yet none light up with a smile that beams clarityabout the ultimate intent for their wealth.

Every affluent family has executed some elements of planning. Every affluent family has trusted advisors. Each, if asked about their affairs, will say that the planning is done. Each will explain the drudgery and complexity that plagued the process.

Yet none light up with a smile that beams clarity about the ultimate intent for their wealth.

DEL MONTE GROUP A PLACE OF POSSIBILITY®

DEL MONTE GROUPA PLACE OF POSSIBILITY®

The Limitation of Conventional Wisdom

Conventional wisdom is a belief embraced by an entire community or group of people. It is the known way of achieving a particular result. If everyone is doing it, it must be the right way, or perhaps the only way; most people arrived at uncanny financial success by straying from the pack.

Whether it was an unusual idea or unusual work ethic,
you stepped to the left of everyone else and pushed ahead.

Having amassed wealth, conventional wisdom tells you to plan for the use of your wealth the same way everyone else has done for centuries. Why? Is it the only way? Is it the ideal way? Why restrict your thinking to the status quo? You can rally the talents and wisdom that helped you create financial success and use them to make sure your wealth has a positive impact on your family.

The Limitation of Conventional Wisdom

Conventional wisdom is a belief embraced by an entire community or group of people. It is the known way of achieving a particular result. If everyone is doing it, it must be the right way, or perhaps the only way; most people arrived at uncanny financial success by straying from the pack.

Better than Scarcity

It is fundamentally impossible to teach children who have grown up with wealth how it feels to grow up without it, however, we can teach them something far more valuable. We can demonstrate that the family’s true net worth is far bigger than the items listed on a financial balance sheet. The true worth of the family is its collective experiences.

We can inventory the family assets of wisdom, expertise and experience.

We can document their value and catalog their availability. We can create traditions and behavior patterns for preservation and growth of these assets, and we can ensure these assets are the underpinning of family communication and relationships.

Better than Scarcity

It is fundamentally impossible to teach children who have grown up with wealth how it feels to grow up without it, however, we can teach them something far more valuable. We can demonstrate that the family’s true net worth is far bigger than the items listed on a financial balance sheet. The true worth of the family is its collective experiences.

A Picture takes a Thousand Words

Create a scene in your mind: Picture your family gathered around the fireplace fifty years from now. What’s your ideal vision for how they relate to each other and live in the world? Now picture your family’s wealth. How is money impacting the scene? Are they merely living in a bigger house with more expensive cars parked in the driveway, or are they rallied around philanthropy as a topic of family meetings and outings?

Your actions today will influence their tomorrows.

It won’t happen by accident but it can happen with intention and process. Facilitating open dialogue is the starting point. In the absence of intentional communication, people make up their own stories. Your words can make a difference.

A Picture takes a Thousand Words

Create a scene in your mind: Picture your family gathered around the fireplace fifty years from now. What’s your ideal vision for how they relate to each other and live in the world? Now picture your family’s wealth. Are they merely living in a bigger house with more expensive cars parked in the driveway, or are they rallied around philanthropy as a topic of family meetings and outings?

A Family of Importance

Because you have amassed wealth, people are watching. They notice your choices, your behaviors and even your children’s choices. This experience of being under society’s magnifying glass offers a positive opportunity. Money offers leverage and momentum in the lives of your family members and the causes in your community.

Someone has to take the leadership role to point it in the right direction.

If you create collaborative intent and common vision for your family’s use of wealth and take action toward those goals, you can harness the power of private wealth’s ability to affect change. Your family can model key behaviors publicly, thereby mentoring entire communities.

A Family of Importance

Because you have amassed wealth, people are watching. They notice your choices, your behaviors and even your children’s choices. This experience of being under society’s magnifying glass offers a positive opportunity. Money offers leverage and momentum in the lives of your family members and the causes in your community.

A Shift in Vantage Point

So many planning conversations focus on the after-death impact on family and the world. There is irony in this vantage point: You spend a lifetime creating wealth, success and relationships, yet when asked to plan for the impact of these achievements and experiences, you must fast-forward three or four decades and look at legacy as starting after you’re gone. What about now?

True legacy work offers a chance to hit it out of the park
with wealth and family, just as you have in your business

A chance to harness the power of the present and be a participant as it unfolds. All it takes is an unhindered belief in possibilities: The simplicity of a childlike psyche, a return to a world without limits, a methodology for shifting your thinking from Why – to Why Not?

A Shift in Vantage Point

So many planning conversations focus on the after-death impact on family and the world. You spend a lifetime creating wealth, success and relationships, yet when asked to plan for the impact of these achievements and experiences, you must fast-forward three or four decades and look at legacy as starting after you’re gone. What about now?

Living in Possibility®

At Del Monte Group, our family wealth management and family dynamics programs are based on methodology proven successful over multiple generations.

This is the place of possibility, where wealth has a clearly defined purpose; where it is certain to enhance the lives of the family members; where fear, worry and disconnection are replaced by strength, confidence and communication.

We believe it’s never too late, nobody’s too old and there’s always a place for new possibilities.

Living in Possibility®

At Del Monte Group, our family wealth management and family dynamics programs are based on methodology proven successful over multiple generations.

This is a place of possibility, where wealth has a clearly defined purpose; where it is certain to enhance the lives of the family members; where fear, worry and disconnection are replaced by strength, confidence and communication.

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As a client of Del Monte Group, LLC (“Del Monte”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Del Monte’s Internet web site. I understand that my participation will allow me to review certain investment-related information published by Del Monte and unaffiliated third parties. This password-protected access is made available to clients of Del Monte free of charge. This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I understand that Del Monte’s Internet web site does not provide me with the ability to direct account transactions (i.e., place orders, make withdrawals, etc.), except through certain linked third party web sites. I hereby release and hold Del Monte harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

I agree and understand the information being presented.

Disclaimer

Important Disclosure Information

Del Monte Group, LLC (“Del Monte”) is an SEC registered investment adviser located in Alamo, California. Del Monte and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Del Monte maintains clients. Del Monte may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Del Monte’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Del Monte’s web site on the Internet should not be construed by any consumer and/or prospective client as Del Monte’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Del Monte with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Del Monte, please contact the SEC or the state securities regulators for those states in which Del Monte maintains a notice filing. A copy of Del Monte’s current written disclosure statement discussing Del Monte’s business operations, services, and fees is available from Del Monte upon written request. Del Monte does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Del Monte’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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